VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 445 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.96 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $215,000 | -43.9% | 1,662 | -42.5% | 0.25% | -35.0% |
| Q4 2017 | $383,000 | +1.1% | 2,888 | -2.6% | 0.38% | -6.6% |
| Q3 2017 | $379,000 | +11.1% | 2,965 | +7.0% | 0.41% | +5.4% |
| Q2 2017 | $341,000 | +2.4% | 2,771 | +2.2% | 0.39% | +0.3% |
| Q1 2017 | $333,000 | +4.7% | 2,711 | +3.1% | 0.38% | -8.3% |
| Q4 2016 | $318,000 | +29.8% | 2,629 | +19.0% | 0.42% | +41.9% |
| Q3 2016 | $245,000 | +10.4% | 2,210 | +4.8% | 0.30% | -20.0% |
| Q2 2016 | $222,000 | +4.7% | 2,109 | -1.9% | 0.37% | +34.1% |
| Q4 2015 | $212,000 | -2.8% | 2,150 | +6.4% | 0.28% | +11.3% |
| Q2 2015 | $218,000 | 0.0% | 2,021 | +1.4% | 0.25% | +6.9% |
| Q1 2015 | $218,000 | +1.9% | 1,993 | -1.7% | 0.23% | -10.4% |
| Q4 2014 | $214,000 | +4.9% | 2,028 | +4.7% | 0.26% | +14.1% |
| Q2 2014 | $204,000 | – | 1,937 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 780,201 | $124,434,257 | 18.47% |
| University of Maryland Foundation, Inc. | 91,176 | $14,542 | 17.40% |
| 25 LLC | 171,990 | $27,430,716 | 16.73% |
| Mokosak Advisory Group, LLC | 257,464 | $41,062,811 | 16.70% |
| Opal Wealth Advisors, LLC | 149,263 | $23,805,956 | 13.93% |
| TrueWealth Financial Partners | 79,980 | $12,756,039 | 10.49% |
| Jacobsen Capital Management | 113,659 | $18,127,516 | 9.84% |
| BHK Investment Advisors, LLC | 133,746 | $21,331,207 | 9.81% |
| New England Capital Financial Advisors LLC | 77,155 | $12,305,488 | 8.48% |
| Brooklyn FI, LLC | 95,720 | $15,266,432 | 8.21% |